Job Summary

To market the Bank’s products and manage customer relationships through proactive and consultative approaches with the aim of acquiring profitable New business, retaining existing business relationships and maintaining high quality portfolios geared towards realization of the Bank’s mission and vision.

Position

Relationship Manager – Institutional Banking

Reports to

Manager Liabilities

Department

Institutional Banking

Key Responsibilities

• Acquisition of profitable new business relationships to achieve defined sales targets with major focus on liabilities to grow the market share in line the Bank’s strategic direction.
• Grow assets as per set targets.
• Identify business opportunities within the existing portfolio and establish mechanisms of growing customer relationships with the Bank.
• Manage and mine assigned deposit portfolio as per the branch attached.
• Market all Bank products to the market in line with the Bank’s defined segments, set targets and strategic objective.
• Make daily, weekly, monthly and quarterly customer visits and call reports in a bid to monitor and grow the customer base.
• Responsible for supporting and growing the business of the branch one is attached to.
• Prepare weekly activity reports and submit them to the Team Leader Liabilities SME.
• Review and maintain a comprehensive database of existing relationships / prospects and establish ways of retaining and growing the portfolios in compliance with the Bank’s policies and procedures.
• Recommend changes required to meet the set targets and customer expectations in line with the Bank’s policy and procedure.
• Carry out account plans and visits for all customers within the Portfolio.
• Cross selling all Bank products. e.g FX, Trade Finance etc.
• Attend all weekly business meetings and always keep time.

Education

• A Bachelor’s degree in a Business Related field.
• Professional qualification in banking e.g. MBA as an added advantage.

Experience

• Minimum of 3 years work experience in a similar role, in a financial institution

Skills and competencies

• Leadership and Team building
• Good Interpersonal skills
• Negotiation skills
• Creativity and passion for Business Development
• Relationship Management Skills
• Marketing skill
• Excellent communication skills

• Acquisition of profitable new business relationships to achieve defined sales targets with major focus on liabilities to grow the market share in line the Bank’s strategic direction.
• Grow assets as per set targets.
• Identify business opportunities within the existing portfolio and establish mechanisms of growing customer relationships with the Bank.
• Manage and mine assigned deposit portfolio as per the branch attached.
• Market all Bank products to the market in line with the Bank’s defined segments, set targets and strategic objective.
• Make daily, weekly, monthly and quarterly customer visits and call reports in a bid to monitor and grow the customer base.
• Responsible for supporting and growing the business of the branch one is attached to.
• Prepare weekly activity reports and submit them to the Team Leader Liabilities SME.
• Review and maintain a comprehensive database of existing relationships / prospects and establish ways of retaining and growing the portfolios in compliance with the Bank’s policies and procedures.
• Recommend changes required to meet the set targets and customer expectations in line with the Bank’s policy and procedure.
• Carry out account plans and visits for all customers within the Portfolio.
• Cross selling all Bank products. e.g FX, Trade Finance etc.
• Attend all weekly business meetings and always keep time.

• Leadership and Team building
• Good Interpersonal skills
• Negotiation skills
• Creativity and passion for Business Development
• Relationship Management Skills
• Marketing skill
• Excellent communication skills

• A Bachelor’s degree in a Business Related field.
• Professional qualification in banking e.g. MBA as an added advantage.